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RoeF.M PORTFOLIO - New Portfolio

Investor RoeFM

RoeF.M PORTFOLIO
Individual Investor
Ranked #180,038 out of 781,066 TipRanks' Investors
Success Rate
61%
92 out of 152
profitable transactions
Average Return
9.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.85%
6-Month Return▲ 12.18%
12-Month Return-
YTD Return▲ 4.87%
Total Return▲ 18.19%

Best Trade

Opened at
Closed at
Gain▲ 110.15%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.64%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.41%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.74%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.04%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.83%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.87%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.64%
▲ 8.13%▲ 1.21%▼ 1.89%
▼ 13.14%▲ 2.34%▲ 3.41%
▲ 2.93%▲ 2.10%▲ 3.74%
▲ 10.00%▼ 0.89%▲ 0.04%
▲ 26.04%▲ 5.96%▲ 2.08%
▲ 5.93%▼ 2.41%▼ 2.83%
▲ 11.17%▲ 1.96%▲ 4.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Conocophillips
0.57%
▲ 0.87%
2
Buy
Jan 14, 2025
Ethereum
▼ 6.56%
5
Close
Jan 14, 2025
Global Ship Lease
0.03%
▼ 12.93%
3
Sell
Jan 09, 2025
General Dynamics
0.14%
▼ 10.71%
2
Sell
Jan 09, 2025
Digital Value SpA
0.03%
▲ 72.75%
3
Sell
Jan 09, 2025
SPDR S&P Homebuilders ETF
0.06%
▼ 3.51%
3
Sell
Jan 09, 2025
Bitcoin
5.69%
▲ 7.40%
1
Open
Dec 20, 2024
Meta Platforms
7.3%
▲ 21.90%
9
Buy
Dec 19, 2024
Alphabet Class A
1.33%
▲ 19.20%
5
Buy
Dec 19, 2024
Opera
0.22%
▲ 36.21%
9
Buy
Dec 19, 2024
Amazon
1.22%
▲ 26.10%
6
Buy
Dec 16, 2024
Malibu Boats
▲ 15.75%
4
Close
Dec 16, 2024
Alibaba
0.92%
▲ 5.39%
6
Buy
Dec 10, 2024
Italian Sea Group S.p.A.
0.26%
▼ 10.71%
18
Buy
Dec 10, 2024
Coca-Cola
0.34%
▼ 4.62%
2
Buy
Dec 10, 2024
Skechers USA
0.38%
▲ 9.43%
4
Buy
Nov 25, 2024
Fortinet
0.26%
▲ 3.79%
1
Open
Nov 19, 2024
Palantir Technologies
▲ 62.57%
4
Close
Nov 07, 2024
PDD Holdings
0.34%
▼ 10.93%
4
Buy
Oct 23, 2024
Berkshire Hathaway A
76.14%
▲ 2.97%
1
Open
Oct 10, 2024